ARZAK FOUNDATION: Form 990PF, tax year 2011

View the entire original 990 at ProPublica ↗

Organization: ARZAK FOUNDATION (EIN 87-0760799)
Tax period: 2011-01-01 to 2011-12-31
Filed: 2012-06-15
IRS object ID: 201201679349100405
Schema version: 2011v1.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Accounting Fees Schedule
Investments Corp Stock Schedule
Investments Other Schedule2

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2012-06-15T13:37:40-05:00	Timestamp
Tax Period End Date	2011-12-31	TaxPeriodEndDate

Preparer Firm PreparerFirm

Field	Value	IRS element (for citing)
EIN	042233412	EIN

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROPES & GRAY LLP	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	800 BOYLSTON ST 30TH FL	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	021993600	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnType
Tax Period Begin Date	2011-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	870760799	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE ARZAK FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	ARZA	NameControl
Phone	6179517209	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O ROPES GRAY LLP 800 BOYLSTON ST	AddressLine1
City	BOSTON	City
State	MA	State
ZIP Code	021993600	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	L DENNIS SHAPIRO	Name
Title	TRUSTEE	Title
Phone	6172776886	Phone
Date Signed	2012-06-15	DateSigned
Authorize Third Party	1	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	ANN M ROCCO	Name
PTIN	P00745014	PTIN
Phone	6179517000	Phone

Field	Value	IRS element (for citing)
Tax Year	2011	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Exempt PF	X	ExemptPF
FMV Assets EOY	8870798	FMVAssetsEOY
Method Of Accounting Cash	X	MethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Received Rev And Expnss	9789	ContriReceivedRevAndExpnss
Not Required To Attach Schedule B	X	NotRequiredToAttachScheduleB
Interest On Savings Rev And Expnss	6	InterestOnSavingsRevAndExpnss
Interest On Savings Net Invst Incm	6	InterestOnSavingsNetInvstIncm
Dividends Rev And Expnss	17678	DividendsRevAndExpnss
Dividends Net Invst Incm	17678	DividendsNetInvstIncm
Capital Gain Net Incm Net Invst Incm	0	CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses	27473	TotalRevenueAndExpenses
Total Net Investment Income	17684	TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss	0	CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm	0	CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps	0	CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss	8012	AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm	4006	AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps	4006	AccountingFeesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss	8012	TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm	4006	TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps	4006	TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss	383516	ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps	383516	ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss	391528	TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm	4006	TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps	387522	TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses	-364055	ExcessOfRevenueOverExpenses
Net Investment Income	13678	NetInvestmentIncome

Balance Sheets BalanceSheets

Field	Value	IRS element (for citing)
Savings And Temp Cash Invst BOY	5412	SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY	235660	SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV	235660	SavingsAndTempCashInvstEOYFMV
Investments Corp Stock BOY	52418	InvestmentsCorpStockBOY
Investments Corp Stock EOY	52418	InvestmentsCorpStockEOY
Investments Corp Stock EOYFMV	66000	InvestmentsCorpStockEOYFMV
Investments Other BOY	9163441	InvestmentsOtherBOY
Investments Other EOY	8569138	InvestmentsOtherEOY
Investments Other EOYFMV	8569138	InvestmentsOtherEOYFMV
Total Assets BOY	9221271	TotalAssetsBOY
Total Assets EOY	8857216	TotalAssetsEOY
Total Assets EOYFMV	8870798	TotalAssetsEOYFMV
Total Liabilities BOY	0	TotalLiabilitiesBOY
Total Liabilities EOY	0	TotalLiabilitiesEOY
Org That Do Not Follow SFAS117	X	OrgThatDoNotFollowSFAS117
Capital Stock BOY	0	CapitalStockBOY
Capital Stock EOY	0	CapitalStockEOY
Paid In Or Capital Surplus BOY	0	PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY	0	PaidInOrCapitalSurplusEOY
Retained Earnings BOY	9221271	RetainedEarningsBOY
Retained Earnings EOY	8857216	RetainedEarningsEOY
Total Net Assets BOY	9221271	TotalNetAssetsBOY
Total Net Assets EOY	8857216	TotalNetAssetsEOY
Total Liabilities Net Assets BOY	9221271	TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY	8857216	TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

Field	Value	IRS element (for citing)
Total Net Assets Fund Balances BOY	9221271	TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses	-364055	ExcessOfRevenueOverExpenses
Other Increases	0	OtherIncreases
Subtotal	8857216	Subtotal
Other Decreases	0	OtherDecreases
Total Net Assets Fund Balances EOY	8857216	TotalNetAssetsFundBalancesEOY

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

Field	Value	IRS element (for citing)
Liable For4942 Tax	0	LiableFor4942Tax
Qualifying Distributions Year1	453847	QualifyingDistributionsYear1
Noncharitable Assets Year1	9249071	NoncharitableAssetsYear1
Distribution Ratio Year1	0.049069	DistributionRatioYear1
Qualifying Distributions Year2	425079	QualifyingDistributionsYear2
Noncharitable Assets Year2	9685377	NoncharitableAssetsYear2
Distribution Ratio Year2	0.043889	DistributionRatioYear2
Qualifying Distributions Year3	485743	QualifyingDistributionsYear3
Noncharitable Assets Year3	9951007	NoncharitableAssetsYear3
Distribution Ratio Year3	0.048813	DistributionRatioYear3
Qualifying Distributions Year4	436406	QualifyingDistributionsYear4
Noncharitable Assets Year4	10037749	NoncharitableAssetsYear4
Distribution Ratio Year4	0.043476	DistributionRatioYear4
Qualifying Distributions Year5	244927	QualifyingDistributionsYear5
Noncharitable Assets Year5	10082356	NoncharitableAssetsYear5
Distribution Ratio Year5	0.024293	DistributionRatioYear5
Total Distribution Ratio	0.209540	TotalDistributionRatio
Average Distribution Ratio	0.041908	AverageDistributionRatio
Net Noncharitable Assets	8869591	NetNoncharitableAssets
Adjusted Noncharitable Assets	371707	AdjustedNoncharitableAssets
One Percent Net Investment Income	137	OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One	371844	AdjNonchrtblAssetsAndOnePct
Qualifying Distributions	387522	QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	X	DomesticOrgMeetingSect4940e
Investment Income Excise Tax	137	InvestmentIncomeExciseTax
Tax Under Section511	0	TaxUnderSection511
Subtotal	137	Subtotal
Subtitle A Tax	0	SubtitleATax
Tax Based On Investment Income	137	TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment	5384	EstTaxPaymentsAndOverpayment
Total Credits And Payments	5384	TotalCreditsAndPayments
Overpayment	5247	Overpayment
Amount Credited To Next Year	5247	AmountCreditedToNextYear
Amount To Be Refunded	0	AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

Field	Value	IRS element (for citing)
Legislative Political Activities	0	LegislativePoliticalActivities
More Than100 Spent	0	MoreThan100Spent
Form1120 POL Filed	0	Form1120POLFiled
Sect4955 Tax On Organization	0	Sect4955TaxOnOrganization
Sect4955 Tax On Managers	0	Sect4955TaxOnManagers
Reimbursement Of Tax	0	ReimbursementOfTax
Activities Not Prev Reported	0	ActivitiesNotPrevReported
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylaws
Unrelated Bus Income Over1000	0	UnrelatedBusIncomeOver1000
Termination Etc	0	TerminationEtc
Requirements Of Sect508e	0	RequirementsOfSect508e
At Least5000 In Assets	1	AtLeast5000InAssets
States Filed With	MA	StatesFiledWith
Form990 PF Filed With AG	1	Form990PFFiledWithAG
Private Operating Foundation	0	PrivateOperatingFoundation
New Substantial Contributors	0	NewSubstantialContributors
Interest In Controlled Entity	0	InterestInControlledEntity
Applicable Insurance Contract	0	ApplicableInsuranceContract
Comply With Public Inspection Rqr	1	ComplyWithPublicInspectionRqr
Website Address	N/A	WebsiteAddress

Books In Care Of Business Name BooksInCareOfBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	L DENNIS SHAPIRO	BusinessNameLine1

Field	Value	IRS element (for citing)
Books In Care Of Phone Number	6172776886	BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

Field	Value	IRS element (for citing)
Address Line1	24 ESSEX ROAD	AddressLine1
City	CHESTNUT HILL	City
State	MA	State
ZIP Code	024671317	ZIPCode

Field	Value	IRS element (for citing)
Foreign Bank	0	ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

Field	Value	IRS element (for citing)
Sale Or Exchange With Dsqfly Person	0	SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person	0	BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person	0	FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person	0	PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person	0	TransferAssetsToDsqflyPerson
Payment To Government Offical	0	PaymentToGovernmentOffical
Uncorrected Prior Acts	0	UncorrectedPriorActs
Undistributed Income Prior Years	0	UndistributedIncomePriorYears
Business Holdings	0	BusinessHoldings
Jeopardy Investments	0	JeopardyInvestments
Uncorrected Jeopardy Investments	0	UncorrectedJeopardyInvestments
Influence Legislation	0	InfluenceLegislation
Influence Election	0	InfluenceElection
Grants To Individuals	0	GrantsToIndividuals
Grants To Organizations	0	GrantsToOrganizations
Noncharitable Purpose	0	NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract	0	RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract	0	PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn	0	ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitle	Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition	CompensationCompensation	Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc	Expense Account Other AllowancesExpenseAccountOtherAllowances
L DENNIS SHAPIRO
24 ESSEX ROAD	CHESTNUT HILL	MA	02467	TRUSTEE	1.00	0	0	0
SUSAN R SHAPIRO
24 ESSEX ROAD	CHESTNUT HILL	MA	02467	TRUSTEE	1.00	0	0	0

Field	Value	IRS element (for citing)
Comp Of Highest Paid Empl NONE	NONE	CompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k	0	TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONE	NONE	CompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k	0	TotNumberOfCntrctPaidOver50k

Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy

Field	Value	IRS element (for citing)
Description1	THE ARZAK FOUNDATION IS A PRIVATE FOUNDATION WHICH DISTRIBUTES INVESTMENT INCOME TO CHARITABLE ORGANIZATIONS QUALIFYING UNDER IRC SEC 501(C)(3).	Description1
Expenses1	0	Expenses1

Sum Of Program Related Investments SumOfProgramRelatedInvestments

Field	Value	IRS element (for citing)
Total	0	Total

Minimum Investment Return MinimumInvestmentReturn

Field	Value	IRS element (for citing)
Avg Monthly FMV Of Securities	8967117	AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances	37544	AvgMonthlyCashBalances
FMV All Other Noncharitable Assets	0	FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets	9004661	TotalFMVOfUnusedAssets
Reduction Claimed	0	ReductionClaimed
Acquisition Indebtedness	0	AcquisitionIndebtedness
Adj Total FMV Of Unused Assets	9004661	AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable	135070	CashDeemedCharitable
Net Noncharitable Assets	8869591	NetNoncharitableAssets
Minimum Investment Return	443480	MinimumInvestmentReturn

Distributable DistributableAmount

Field	Value	IRS element (for citing)
Minimum Investment Return	443480	MinimumInvestmentReturn
Tax Based On Investment Income	137	TaxBasedOnInvestmentIncome
Total Tax	137	TotalTax
Distributable Amount Before Adj	443343	DistributableAmountBeforeAdj
Recoveries Qlfy Distributions	0	RecoveriesQlfyDistributions
Distributable Amount Before Ded	443343	DistributableAmountBeforeDed
Deduction Fr Distributable	$0	DeductionFrDistributableAmount
Distributable Amount As Adjusted	443343	DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

Field	Value	IRS element (for citing)
Expenses And Contributions	387522	ExpensesAndContributions
Program Related Investments Total	0	ProgramRelatedInvestmentsTotal
Qualifying Distributions	387522	QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm	137	OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions	387385	AdjQualifyingDistributions

Undistributed Income UndistributedIncome

Field	Value	IRS element (for citing)
Distributable Amount As Adjusted	443343	DistributableAmountAsAdjusted
Undistributed Income Prior Year	129005	UndistributedIncomePriorYear
Total For Prior Years	0	TotalForPriorYears
Total Excess Distri Carryover	0	TotalExcessDistriCarryover
Qualifying Distributions	387522	QualifyingDistributions
Applied To Year1	129005	AppliedToYear1
Applied To Prior Years	0	AppliedToPriorYears
Treated As Distri From Corpus	0	TreatedAsDistriFromCorpus
Applied To Current Year	258517	AppliedToCurrentYear
Remaining Distri From Corpus	0	RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus	0	ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY	0	ExcessDistriCyovAppliedCY
Total Corpus	0	TotalCorpus
Prior Year Undistributed Income	0	PriorYearUndistributedIncome
Prior Year Deficiency Or Tax	0	PriorYearDeficiencyOrTax
Taxable Amount1	0	TaxableAmount1
Taxable Amount2	0	TaxableAmount2
Undistributed Income CY	184826	UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g3	0	DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year5	0	ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year	0	ExcessDistriCyovToNextYear

Supplementary Information SupplementaryInformation

Field	Value	IRS element (for citing)
Contributing Manager	L DENNIS SHAPIRO	ContributingManager
Only Contributes To Preselected	X	OnlyContributesToPreselected

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (92 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationship	Recipient Foundation StatusRecipientFoundationStatus	Purpose Of Grant Or ContributionPurposeOfGrantOrContribution	AmountAmount	Address Line2RecipientUSAddress/AddressLine2
ACLU
125 BROAD ST 18TH FLOOR	NEW YORK	NY	10004	NONE	PUBLIC CHARITY	CHARITABLE	$500
AFFORDABLE LIVING FOR THE
2029 CENTURY PARK EAST STE4393	LOS ANGELES	CA	90067	NONE	PUBLIC CHARITY	CHARITABLE	$225
ALAMEDA COUNTY COMM FOOD BANK
P O BOX 2599	OAKLAND	CA	94614	NONE	PUBLIC CHARITY	CHARITABLE	$500
AMERICAN DIABETES ASSOCIATION
1701 NORTH BEAUREGARD STREET	ALEXANDRIA	VA	22311	NONE	PUBLIC CHARITY	CHARITABLE	$412
AMERICAN FRIENDS OF IDC
116 EAST 16TH ST 11TH FL	NEW YORK	NY	10003	NONE	PUBLIC CHARITY	CHARITABLE	$250
AMERICAN FRIENDS OF YEDIDIM
16133 VENTURA BLVD	ENCINO	CA	91436	NONE	PUBLIC CHARITY	CHARITABLE	$250
AMERICAN JEWISH COMMITTEE
126 HIGH ST	BOSTON	MA	02110	NONE	PUBLIC CHARITY	CHARITABLE	$100
AMERICAN JEWISH WORLD SERVICE
45 WEST 36TH ST	NEW YORK	NY	10018	NONE	PUBLIC CHARITY	CHARITABLE	$3,000
ARRL FOUNDATION
225 MAIN ST	NEWINGTON	CT	061111494	NONE	PUBLIC CHARITY	CHARITABLE	$10,001
ARZA
3633RD AVE 7	NEW YORK	NY	10017	NONE	PUBLIC CHARITY	CHARITABLE	$1,800
BAY AREA OUTREACH
600 BANCROFT WAY	BERKELEY	CA	94710	NONE	PUBLIC CHARITY	CHARITABLE	$100
BIRTHRIGHT ISRAEL FUND
PO BOX 1784	NEW YORK	NY	10156	NONE	PUBLIC CHARITY	CHARITABLE	$100
BOSTON LYRIC OPERA
45 FRANKLIN ST	BOSTON	MA	02110	NONE	PUBLIC CHARITY	CHARITABLE	$75,000
BOSTON LYRIC OPERA
45 FRANKLIN ST	BOSTON	MA	02110	NONE	PUBLIC CHARITY	CHARITABLE	$7,000
BOYS & GIRLS CLUB WEST
7245 REMMETT AVE	CANOGA PARK	CA	91303	NONE	PUBLIC CHARITY	CHARITABLE	$100
BREED ST SHUL PROJECT
6505 WILSHIRE BOULEVARD	LOS ANGELES	CA	90048	NONE	PUBLIC CHARITY	CHARITABLE	$210
COLBY COLLEGE
4000 MAYFLOWER HILL DR	WATERVILLE	ME	04901	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
COMBINED JEWISH PHILANTHROPIES
126 HIGH ST	BOSTON	MA	02110	NONE	PUBLIC CHARITY	CHARITABLE	$50,540
CONGREGATION BETH ISRAEL
1630 BANCROFT WAY	BERKELEY	CA	94703	NONE	PUBLIC CHARITY	CHARITABLE	$1,500
CORO SOUTH CALIFORNIA
1000 NORTH ALAMEDA ST	LOS ANGELES	CA	90012	NONE	PUBLIC CHARITY	CHARITABLE	$445
DOCTORS WITHOUT BORDERS
333 7TH AVE 2ND FLOOR	NEW YORK	NY	10001	NONE	PUBLIC CHARITY	CHARITABLE	$500
EMEK HEBREW ACADEMY
12732 CHANDLER BLVD	N HOLLYWOOD	CA	91607	NONE	PUBLIC CHARITY	CHARITABLE	$150
EQUALITY CALIFORNIA
2370 MARKET ST 2ND FL	SAN FRANCISCO	CA	94114	NONE	PUBLIC CHARITY	CHARITABLE	$700
FACING HISTORY AND OURSELVES
16 HURD ROAD	BROOKLINE	MA	02445	NONE	PUBLIC CHARITY	CHARITABLE	$1,001
GOLDEN GATE NAT PKS
BUILDING 201 FORT MASON	SAN FRANCISCO	CA	94123	NONE	PUBLIC CHARITY	CHARITABLE	$100
HARVARD LAW SCHOOL
1563 MASSACHUSETTS AVE	CAMBRIDGE	MA	02138	NONE	PUBLIC CHARITY	CHARITABLE	$10,000
HEAL THE BAY
SANTA MONICA PIER	SANTA MONICA	CA	90401	NONE	PUBLIC CHARITY	CHARITABLE	$200
HEBREW UNION COLLEGE
1 WEST 4TH ST	NEW YORK	NY	10012	NONE	PUBLIC CHARITY	CHARITABLE	$3,220
HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PLACE SW	WASHINGTON	DC	200242126	NONE	PUBLIC CHARITY	CHARITABLE	$16,251
HUC-JIR IJSO
1 WEST 4TH ST	NEW YORK	NY	10012	NONE	PUBLIC CHARITY	CHARITABLE	$1,220
HUNTINGTON LIBRARY
1151 OXFORD RD	SAN MARINO	CA	91108	NONE	PUBLIC CHARITY	CHARITABLE	$5,001
INDIAN LAW RESOURCE CENTER
602 NORTH EWING ST	HELENA	MT	59601	NONE	PUBLIC CHARITY	CHARITABLE	$500
JEWISH COMM FED GREAT
121 STEUART ST	SAN FRANCISCO	CA	94105	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
JEWISH COMMUNITY HOUSING FOR THE ELDERLY
30 WALLINGFORD RD	BRIGHTON	MA	02135	NONE	PUBLIC CHARITY	CHARITABLE	$2,500
JEWISH FAMILY AND CHILDREN'S SERVICES
1430 MAIN ST	SAN FRANCISCO	CA	94134	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
JEWISH FEDERATION OF GREATER LOS ANGELES
6505 WILSHIRE BOULEVARD	LOS ANGELES	CA	90048	NONE	PUBLIC CHARITY	CHARITABLE	$1,250
JEWISH HOME FOR THE AGING
7150 TAMPA AVENUE	LOS ANGELES	CA	91335	NONE	PUBLIC CHARITY	CHARITABLE	$400
JEWISH VOCATIONAL SERVICES
29 WINTER ST	BOSTON	MA	02108	NONE	PUBLIC CHARITY	CHARITABLE	$100
JEWS FOR JUDAISM
PO BOX 351235	LOS ANGELES	CA	90035	NONE	PUBLIC CHARITY	CHARITABLE	$180
KALW 917
500 MANSELL ST	SAN FRANCISCO	CA	94134	NONE	PUBLIC CHARITY	CHARITABLE	$100
KQED
2601 MARIPOSA ST	SAN FRANCISCO	CA	94110	NONE	PUBLIC CHARITY	CHARITABLE	$100
LA GAY & LESBIAN CENTER
1625 SCHRADER BOULEVARD	LOS ANGELES	CA	90028	NONE	PUBLIC CHARITY	CHARITABLE	$400
LIBERTY HILL FOUNDATION
6420 WILSHIRE BLVD	LOS ANGELES	CA	90048	NONE	PUBLIC CHARITY	CHARITABLE	$200
LINDA LORING NATURE FOUNDATION
110 EEL POINT ROAD	NANTUCKET	MA	025546203	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
LOS ANGELES OPERA
FIRESTONE PARK	LOS ANGELES	CA	90001	NONE	PUBLIC CHARITY	CHARITABLE	$3,390
MASS EYE AND EAR
243 CHARLES ST	BOSTON	MA	02114	NONE	PUBLIC CHARITY	CHARITABLE	$2,501
MASSACHUSETTS HISTORICAL SOCIETY
1154 BOYLSTON ST	BOSTON	MA	022153695	NONE	PUBLIC CHARITY	CHARITABLE	$15,000
MASSACHUSETTS HISTORICAL SOCIETY
1154 BOYLSTON ST	BOSTON	MA	022153695	NONE	PUBLIC CHARITY	CHARITABLE	$50,001
MASSACHUSETTS HISTORICAL SOCIETY
1154 BOYLSTON ST	BOSTON	MA	022153695	NONE	PUBLIC CHARITY	CHARITABLE	$10,001
MET COMM CHURCH LA
P O BOX 1374	ABILENE	TX	79604	NONE	PUBLIC CHARITY	CHARITABLE	$100
MIGUEL CONTRERAS FOUNDATION
PO BOX 57218	LOS ANGELES	CA	90057	NONE	PUBLIC CHARITY	CHARITABLE	$400
MIT ALUMNI FUND
600 MEMORIAL DRIVE	CAMBRIDGE	MA	02139	NONE	PUBLIC CHARITY	CHARITABLE	$25,001
NANTUCKET ATHENEUM
1 INDIA ST	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$1,110
NANTUCKET COMMUNITY SAILING
4 BATHING BEACH RD	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$7,100
NANTUCKET CONSERVATION FOUNDATION
PO BOX 13	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$1,251
NANTUCKET COTTAGE HOSPITAL
57 PROSPECT ST	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$4,661
NANTUCKET HISTORICAL ASSOCIATION
15 BROAD ST	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
NANTUCKET HISTORICAL ASSOCIATION
15 BROAD ST	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$5,001
NANTUCKET HISTORICAL ASSOCIATION
P O BOX 1016	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$1,260
NANTUCKET HISTORICAL ASSOCIATION
P O BOX 1016	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$1,001
NANTUCKET LAND COUNCIL
6 ASH LANE	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
NANTUCKET YACHT CLUB FOUNDATION
SOUTH BEACH ST	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
NETIVOT SHALOM CONGREGATION
1316 UNIVERSITY AVE	BERKELEY	CA	94702	NONE	PUBLIC CHARITY	CHARITABLE	$5,500
NEW ENGLAND AMATEUR SKATING FOUNDATION
PO BOX 6881	PROVIDENCE	RI	02940	NONE	PUBLIC CHARITY	CHARITABLE	$2,100
NEW ISRAEL FUND
1101 14TH ST NW	WASHINGTON	DC	20005	NONE	PUBLIC CHARITY	CHARITABLE	$2,000
ONE VOICE
1228 15TH ST SUITE C	SANTA MONICA	CA	90404	NONE	PUBLIC CHARITY	CHARITABLE	$2,500
PLANNED PARENTHOOD
1055 COMMONWEALTH AVE	BOSTON	MA	02215	NONE	PUBLIC CHARITY	CHARITABLE	$750
PROGRESSIVE JEWISH ALLIANCE
5870 WEST OLYMPIC BOULEVARD	LOS ANGELES	CA	90036	NONE	PUBLIC CHARITY	CHARITABLE	$193
PROGRESSIVE JEWISH ALLIANCE
5870 WEST OLYMPIC BOULEVARD	LOS ANGELES	CA	90036	NONE	PUBLIC CHARITY	CHARITABLE	$250
RAPE FOUNDATION
1223 WILSHIRE BOULEVARD	SANTA MONICA	CA	90403	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
SABAN FREE CLINIC
8405 BEVERLY BOULEVARD	LOS ANGELES	CA	90048	NONE	PUBLIC CHARITY	CHARITABLE	$250
SHIRAT HAYAM CONGREGATION
84 SKYLINE DR	NANTUCKET	MA	02554	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
SOUTHERN POVERTY LAW
400 WASHINGTON AVE	MONTGOMERY	AL	36104	NONE	PUBLIC CHARITY	CHARITABLE	$500
ST LOUIS HILLEL AT WASHINGTON UNIVERSITY
6300 FORSYTH BOULEVARD	ST LOUIS	MO	63105	NONE	PUBLIC CHARITY	CHARITABLE	$100
STAND WITH US
P O BOX 341069	LOS ANGELES	CA	00000	NONE	PUBLIC CHARITY	CHARITABLE	$500
SUSTAINABLE SOUTH BRONX
890 GARRISON AVE	BRONX	NY	10474	NONE	PUBLIC CHARITY	CHARITABLE	$500
TEMPLE AKIBA
5249 SEPULVEDA BLVD	CULVER CITY	CA	90230	NONE	PUBLIC CHARITY	CHARITABLE	$4,620
TEMPLE ISRAEL HOLLYWOOD
7300 HOLLYWOOD BLVD	LOS ANGELES	CA	90046	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
TEMPLE ISRAEL
477 LONGWOOD AVE	BOSTON	MA	02215	NONE	PUBLIC CHARITY	CHARITABLE	$4,065
THE ARC OF MASSACHUSETTS
217 SOUTH ST	WALTHAM	MA	02453	NONE	PUBLIC CHARITY	CHARITABLE	$2,500
THE MANUSCRIPT SOCIETY
14003 RAMPART CT	BATON ROUGE	LA	70810	NONE	PUBLIC CHARITY	CHARITABLE	$3,691
TRUSTEES OF RESERVATIONS
572 ESSEX ST	BEVERLY	MA	019151530	NONE	PUBLIC CHARITY	CHARITABLE	$1,001
UCLA FOUNDATION
UCLA WILSHIRE CTR 10920 WILSHIRE	LOS ANGELES	CA	90024	NONE	PUBLIC CHARITY	CHARITABLE	$100	BLVD
V-DAY
303 PARK AVE SOUTH SUITE 1184	NEW YORK	NY	10010	NONE	PUBLIC CHARITY	CHARITABLE	$500
VALLEY COMMUNITY CLINIC
6801 COLDWATER CANYON AVE	N HOLLYWOOD	CA	91605	NONE	PUBLIC CHARITY	CHARITABLE	$750
VALLEY INTERFAITH COUNCIL
4505 LAS VIRGENES RD 211	CALABASAS	CA	91302	NONE	PUBLIC CHARITY	CHARITABLE	$384
VISTA DEL MAR CHILD & FAMILY
3200 MOTOR AVENUE	LOS ANGELES	CA	90034	NONE	PUBLIC CHARITY	CHARITABLE	$1,000
WESTERN CENTER ON LAW & POVERTY
3701 WILSHIRE BLVD 208	LOS ANGELES	CA	90010	NONE	PUBLIC CHARITY	CHARITABLE	$125
WGBH
P O BOX 55785	BOSTON	MA	022055875	NONE	PUBLIC CHARITY	CHARITABLE	$1,501
WHITEHEAD INSTITUTE FOR BIOMEDICAL RESEARCH
9 CAMBRIDGE CTR	CAMBRIDGE	MA	02142	NONE	PUBLIC CHARITY	CHARITABLE	$1,501
WRTC2014 INC
P O BOX 444	HANOVER	NH	03755	NONE	PUBLIC CHARITY	CHARITABLE	$10,000
WWII FOUNDATION
333 WHITE HORN DR	KINGSTON	RI	02881	NONE	PUBLIC CHARITY	CHARITABLE	$751

Field	Value	IRS element (for citing)
Tot Grant Or Contri Paid During Year	383516	TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future	0	TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$6	ExclusionAmount

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

Field	Value	IRS element (for citing)
Exclusion Code	14	ExclusionCode
Exclusion	$17,678	ExclusionAmount

Subtotals Part XVIA SubtotalsPartXVIA

Field	Value	IRS element (for citing)
Unrelated Business Income	$0	UnrelatedBusinessIncomeAmount
Exclusion	$17,684	ExclusionAmount
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Part XVIA	17684	TotalPartXVIA

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Noncharitable EO	0	TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO	0	TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO	0	PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc	0	RentalOfFacilitiesEtc
Reimbursement Arrangements	0	ReimbursementArrangements
Loans Or Loan Guarantees	0	LoansOrLoanGuarantees
Performance Of Services Etc	0	PerformanceOfServicesEtc
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtc
Relationships Noncharitable E Os	0	RelationshipsNoncharitableEOs

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	Category
Amount	$8,012	Amount
Net Investment Income	4006	NetInvestmentIncome
Disbursements Charitable Prps	4006	DisbursementsCharitablePrps

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corp Stock InvestmentsCorpStock

Field	Value	IRS element (for citing)
Name Of Stock	DUKE ENERGY	NameOfStock
EOY Book Value	52418	EOYBookValue
EOYFMV	66000	EOYFMV

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther

Field	Value	IRS element (for citing)
Category Or Item	FIDELITY INSTITUTIONAL MMKT PORT CL I	CategoryOrItem
Listed At Cost Or FMV	AT COST	ListedAtCostOrFMV
Book Value	8569138	BookValue
EOYFMV	8569138	EOYFMV